Managing Patients

Your patient roster keeps every patient in one place, whether they were added by hand or synced in from your practice management system.

Finding a patient

Open Patients to see your full roster. Each patient's name and date of birth are shown together so you can always confirm you have the right person before opening their record.

Use the search box at the top of the page to narrow the list — start typing a patient's last name and the roster filters as you type.

Tip: On a phone, the roster displays as a list of cards instead of a table, but it still shows each patient's name and date of birth together for the same reason.

Opening a patient's profile

Select a patient from the roster to open their profile, where you can review their information and see their history.

Adding a new patient

1. On the Patients page, select New patient.
2. Enter the patient's name, date of birth, and contact information.
3. Save the patient.

The new patient appears on your roster right away.

Patients synced from your practice management system

If your clinic's practice management system is connected, those patients appear on this same roster alongside anyone you've added manually — there's no separate list to check. If a recently added or updated patient hasn't shown up yet, look for an Import option on the page to pull in the latest records.

Note: Whether a patient was synced from your practice management system or entered by hand, they behave the same way everywhere else in Rebrief.

Patients and appointments

Every appointment is tied to a patient record. A patient's profile is also where you can start a new appointment for them, and it keeps a record of their past appointments so you can see their history at a glance.